Company

Our Team Partners


Scott Norvell

Scott Norvell

Managing Executive and Partner
Monte Peterson, AIF

Monte Peterson, AIF

President, Financial Consultant and Partner
Chad Peterson

Chad Peterson

Executive VP of Marketing and Partner
Adam Bailey

Adam Bailey

Executive VP and Partner
Nate Edie

Nate Edie

EXECUTIVE VP AND PARTNER

Registered Representatives

Matt Medlock

Matt Medlock

Financial Consultant
Dick Dineen

Dick Dineen

Financial Consultant
Mick Shonsey

Mick Shonsey

Financial Consultant
Kiffin Anderson

Kiffin Anderson

Financial Consultant
Dustin Johnson

Dustin Johnson

Financial Consultant
Dan Cullen

Dan Cullen

Financial Consultant
Jeffrey Lehnen

Jeffrey Lehnen

LPL Registered Representative
Donald E. Mundy

Donald E. Mundy

Financial Consultant - Succession Planning Coordinator
Josh Isherwood

Josh Isherwood

LPL Registered Principal
Financial Consultant
Myles Shonsey

Myles Shonsey

Financial Consultant
Jack Crumley

Jack Crumley

Financial Consultant

Team Members

Megan McCoy

Megan McCoy

Administrative Assistant
Renee Lund

Renee Lund

Administrative Assistant
Emily Stockwell

Emily Stockwell

Receptionist

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